Root Financial Partners
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Root Financial Partners’s Metropolitan Bank Holding Corp MCB Stock Holding History

Root Financial Partners’s Portfolio MCB Stock Details MCB Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q3 		$4.27K Buy
+49
New +$4.55K ﹤0.01% 2285
2026
Q2 		– Sell
-32
Closed -$2.66K – 2029
2026
Q1 		$2.66K Buy
+32
New +$2.75K ﹤0.01% 2192

Other funds holding MCB

BlackRock
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Patriot Financial Partners GP II
Patriot Financial Partners GP II Radnor, Pennsylvania $307M AUM 22.65% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.76T AUM
State Street
State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return
Kennedy Capital Management
Kennedy Capital Management St Louis, Missouri $5.31B AUM 40.5% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $229B AUM 33.35% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return

Root Financial Partners's MCB Position: Q3 2026 in Review

Root Financial Partners opened a new position in Metropolitan Bank Holding Corp (MCB) in Q3 2026: 49 shares worth $4.27K. The stake represents ﹤0.01% of the portfolio and ranks #2285 among its holdings. This is a return to the name: Root Financial Partners previously reported a position in MCB as recently as Q1 2026.

Root Financial Partners first reported a position in MCB in Q1 2026 and has held it in 2 quarters since. 141 funds tracked by Wall St. Rank hold MCB as of Q3 2026.

  • Root Financial Partners held 49 shares of Metropolitan Bank Holding Corp worth $4.27K as of Q3 2026.
  • Metropolitan Bank Holding Corp was a new Root Financial Partners position in Q3 2026.
  • Metropolitan Bank Holding Corp made up ﹤0.01% of Root Financial Partners's portfolio in Q3 2026, its #2285 holding.
  • Root Financial Partners first reported a position in Metropolitan Bank Holding Corp in Q1 2026 and has held it in 2 quarters since.
  • 141 funds tracked by Wall St. Rank held Metropolitan Bank Holding Corp as of Q3 2026.

Based on Root Financial Partners's 13F filing for Q3 2026, filed 21 Oct 2026.